Sr Tax Analyst

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.

The Tax Senior Analyst is responsible for supporting all areas of the company's corporate tax department in areas of tax return compliance, income tax provision and financial reporting, accounting processes and controls, and overall tax planning. Successful candidates will be detail oriented, proactive, able to learn quickly, and able to work well with other teams within the company. Occasional travel to attend trainings or meetings may be required. This position reports to the AVP of Corporate Tax and collaborates with others on the Corporate Tax Team. This position also works collaboratively with external service providers, team members in Finance, and various other departments throughout the organization.

Prepare quarterly and annual income tax provision calculations in accordance with ASC 740, and prepare related tax disclosures for SEC reporting.
• Prepare federal, state, and local income tax filings and supporting calculations, including estimates and extensions, and ensure timely filing. Assist with filing of the returns as assigned.
• Prepare other indirect tax filings including personal property tax, franchise tax, and sales and use tax. Assist with filing of the returns as assigned.
• Research and respond to tax notices from federal, state, and local tax authorities.
• Collaborate with the company's payroll function to ensure proper compliance with payroll tax reporting obligations.
• Maintain current knowledge of tax laws and financial and accounting guidance, and stay current with new and developing tax legislation having a tax impact on the company.
• Ensure tax files and documentation are properly maintained for compliance under SOX 404 regulations.
• Conduct tax research and prepare technical memoranda on certain tax matters.
• Support the company with M&A tax diligence, strategy, and integration efforts.
• Support the company with its research and development tax credit study and analysis.

• Bachelor's degree in Accounting is required.
• Master's degree in Taxation highly preferred.
• An active CPA license is required unless the candidate holds a Master's degree in Taxation.
• Knowledge of corporate accounting.
• 2+ years of tax experience in public accounting and/or a corporate tax department.
• A strong, hands-on knowledge of tax research tools such as CCH is recommended.
• Familiarity with Corptax, Bloomberg tax depreciation software, and NetSuite is recommended
• Proficiency with business and communications software (e.g., Microsoft Excel, Word, PowerPoint, Copilot, and Outlook) is required.
• Self-starting and motivated, able to work without supervision to prioritize and meet deadlines.
• Excellent organizational and analytical skills, high attention to detail, and ability to manage multiple projects at once.
• Strong interpersonal and communication skills to collaborate with the broader team, including external advisors.

#LI-Remote

This is a remote position.

The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including:

• Medical, dental, and vision

• HSA contribution and match

• Dependent care FSA match

• Uncapped paid time off

• Paid parental leave

• 401(k) match

• Personal and healthcare financial literacy programs

• Ongoing education& tuition assistance

• Gym and fitness reimbursement

• Wellness program incentives

Onboarding & Travel

This is a remote role, with an in-person onboarding training component. New team members must participate in Trailhead , HealthEquity's immersive onboarding experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations.

This role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite Trailhead session at a later date.

HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities. Should you be selected for this role and require an accommodation, we will put you in touch with our Benefits Team so you can begin the accommodation request process.

HealthEquity has a vision that by2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth . Join us and discover a work experience where the person is valued more than the position. Click here to learn more.

You belong at HealthEquity!

HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity - you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity's applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.

HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot's AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot.

At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together.

As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity.

HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.